CryptoBooks

In this article, you'll find all the information you need to import your transactions from Uphold to CryptoBooks via CSV.

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Follow these steps to download a CSV file from Uphold:

click on the Activity icon from the menu on the left

click on the file icon placed at the top right

lastly, click on the Generate Report button

1. login into your Uphold account
 
2. click on the Activity icon from the menu on the left
 
 
 
3. click on the file icon placed at the top right
 
 
 
4. select Transaction History
 
5. lastly, click on the Generate Report button

Import your Uphold CSV files into CryptoBooks

To learn how to import your CSV file into a new connection or an existing one, please check out this <a href="https://help.cryptobooks.tax/en/articles/8271835-how-to-upload-a-csv-file-in-your-cryptobooks-csv-connections">article</a>.

Learn how to connect Uphold to your CryptoBooks account

Connect Uphold to CryptoBooks via CSV file

Find answers and get help from Intercom Support and Community Experts

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Connect Uphold to CryptoBooks via CSV file

How to download the Uphold CSV file

Import your Uphold CSV files into CryptoBooks